See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,173 | $211,958-93.8% | $169,463-92.2% | $135,375-90.3% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -14.61% | 3.26%-17.9pp | 1.83%-16.4pp | 519.73%-534.3pp |
| Employer contribution / active EE | $1,875 | $5,120-63.4% | $4,159-54.9% | $4,779-60.8% |
| Participant deferral / active EE | $2,667 | $6,075-56.1% | $5,277-49.5% | $5,609-52.5% |
| Admin fee / account holder | $138 | $11,471-98.8% | $9,109-98.5% | $10,827-98.7% |